Here's What's Concerning About One Media iP Group's (LON:OMIP) Returns On Capital
Jul 04
U.K. (FTSE) Entertainment Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies22
- 7D3.9%
- 3M25.5%
- 1Y-1.4%
- YTD39.0%
The Entertainment industry is up 3.9% in the last week, with World Chess up 110%. During this same period, the Devolver Digital underperformed, falling 7.9%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 27% annually.
Industry Valuation and Performance
Has the U.K. Entertainment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | UK£1.5b | UK£813.7m | -UK£123,875,594.97 | 34.1x | -12.1x | 1.8x |
| Sun, 23 Jun 2024 | UK£1.3b | UK£801.6m | -UK£124,489,087.18 | 36.8x | -10.5x | 1.6x |
| Tue, 21 May 2024 | UK£1.3b | UK£801.3m | -UK£124,253,670.94 | 36.2x | -10.2x | 1.6x |
| Thu, 18 Apr 2024 | UK£1.1b | UK£839.5m | -UK£137,323,172.20 | 16.1x | -8.1x | 1.3x |
| Sat, 16 Mar 2024 | UK£1.1b | UK£809.3m | -UK£110,566,624.25 | 15.9x | -9.7x | 1.3x |
| Mon, 12 Feb 2024 | UK£1.1b | UK£801.9m | -UK£105,846,437.99 | 17.2x | -10.6x | 1.4x |
| Wed, 10 Jan 2024 | UK£1.1b | UK£827.7m | -UK£69,682,948.00 | 13x | -15.2x | 1.3x |
| Fri, 08 Dec 2023 | UK£999.7m | UK£833.2m | -UK£67,299,659.00 | 11.2x | -14.9x | 1.2x |
| Sun, 05 Nov 2023 | UK£1.2b | UK£829.9m | -UK£69,764,859.00 | 14.9x | -17.9x | 1.5x |
| Tue, 03 Oct 2023 | UK£1.2b | UK£833.7m | -UK£70,238,143.00 | 19.3x | -17.7x | 1.5x |
| Thu, 31 Aug 2023 | UK£1.3b | UK£780.8m | -UK£31,598,984.00 | 16.5x | -40.7x | 1.6x |
| Sat, 29 Jul 2023 | UK£1.4b | UK£779.1m | -UK£31,343,811.00 | 16.4x | -45.2x | 1.8x |
| Mon, 26 Jun 2023 | UK£1.5b | UK£771.0m | -UK£30,776,654.00 | 12.6x | -50.2x | 2x |
| Wed, 24 May 2023 | UK£1.7b | UK£774.7m | -UK£32,312,711.00 | 12.6x | -51.6x | 2.2x |
| Fri, 21 Apr 2023 | UK£1.6b | UK£775.0m | -UK£31,317,739.00 | 18x | -50.1x | 2x |
| Sun, 19 Mar 2023 | UK£1.6b | UK£704.9m | -UK£11,902,701.00 | 11x | -132.4x | 2.2x |
| Tue, 14 Feb 2023 | UK£1.7b | UK£705.3m | -UK£12,021,552.00 | 12.4x | -141x | 2.4x |
| Thu, 12 Jan 2023 | UK£1.8b | UK£671.9m | -UK£23,407,620.00 | 18.9x | -78.3x | 2.7x |
| Sat, 10 Dec 2022 | UK£2.1b | UK£670.0m | -UK£21,099,494.00 | 22.3x | -98.8x | 3.1x |
| Mon, 07 Nov 2022 | UK£2.1b | UK£678.2m | -UK£25,225,155.00 | 24.4x | -85.1x | 3.2x |
| Wed, 05 Oct 2022 | UK£2.2b | UK£676.4m | -UK£24,665,946.00 | 24.4x | -88.6x | 3.2x |
| Fri, 02 Sep 2022 | UK£2.3b | UK£577.7m | UK£68.2m | 23.8x | 33.8x | 4x |
| Sun, 31 Jul 2022 | UK£2.4b | UK£570.8m | UK£67.0m | 26.2x | 35.5x | 4.2x |
| Tue, 28 Jun 2022 | UK£2.3b | UK£567.3m | UK£65.6m | 26x | 35.8x | 4.1x |
| Thu, 26 May 2022 | UK£2.8b | UK£564.9m | UK£65.0m | 29.9x | 43.7x | 5x |
| Sat, 23 Apr 2022 | UK£3.1b | UK£559.2m | UK£60.7m | 28.7x | 51.5x | 5.6x |
| Mon, 21 Mar 2022 | UK£3.9b | UK£467.6m | UK£14.8m | 32.2x | 266.4x | 8.4x |
| Wed, 16 Feb 2022 | UK£4.5b | UK£466.8m | UK£15.0m | 37.9x | 300x | 9.6x |
| Fri, 14 Jan 2022 | UK£4.6b | UK£452.6m | -UK£12,113,880.00 | 40x | -377.9x | 10.1x |
| Sun, 12 Dec 2021 | UK£4.1b | UK£441.8m | -UK£5,133,336.00 | 36.8x | -794.8x | 9.2x |
| Tue, 09 Nov 2021 | UK£4.4b | UK£438.6m | -UK£6,917,382.00 | 41.4x | -629.7x | 9.9x |
| Thu, 07 Oct 2021 | UK£3.7b | UK£438.6m | -UK£6,916,688.00 | 44.5x | -536.5x | 8.5x |
| Sat, 04 Sep 2021 | UK£3.9b | UK£413.0m | -UK£26,702,196.52 | 48.6x | -146.8x | 9.5x |
| Mon, 02 Aug 2021 | UK£4.0b | UK£413.0m | -UK£26,702,196.52 | 49.7x | -150.1x | 9.7x |
Price to Earnings Ratio
-150.1x
Current Industry PE
- Investors are pessimistic on the British Entertainment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 4.4x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Entertainment industry have deteriorated over the last three years.
- Meanwhile revenues for these companies have grown 25% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has caused losses to expand.
Industry Trends
Which industries have driven the changes within the U.K. Telecom industry?
| GB Market | -0.38% | |
| Telecom | 0.51% | |
| Entertainment | 3.91% | |
| Movies and Entertainment | 15.80% | |
| Interactive Home Entertainment | -4.41% | |
Industry PE
- Investors are most optimistic about the Movies and Entertainment industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings decline of 13.7%, which is less than its past year's earnings decline of 45.6%.
Forecasted Growth
- Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 54% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Movies and Entertainment industry is expected to see its earnings decline by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CHSS World Chess | UK£0.13 | 110.0% +UK£45.7m | 40.0% | PS44.1x | |
| LBG LBG Media | UK£1.19 | 11.8% +UK£26.1m | 45.6% | PE424.2x | |
| TM17 Team17 Group | UK£3.15 | 3.3% +UK£14.4m | -3.1% | PS2.8x | |
| HNG Hawkwing | UK£0.065 | n/a UK£3.3m | 0% | PB1.3x | |
| ADF Facilities by ADF | UK£0.54 | 0.9% +UK£404.5k | 21.6% | PE54.5x |
